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Moody's Corporation shares owned by Crestmont Private Wealth

Quarter-by-quarter ownership of Moody's Corporation (MCO) shares owned by Crestmont Private Wealth from 13F filings

Historical chart of Crestmont Private Wealth investment in Moody's Corporation

Tip: Access up to 7 years of quarterly data

All positions including Moody's Corporation held by Crestmont Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Moody's Corporation by Crestmont Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $403k 1.0k 393.03
2023-12-31 $349k 894 390.56
2023-09-30 $286k 904 316.17
2023-06-30 $392k 1.1k 347.72
2023-03-31 $311k 1.0k 306.02
2022-12-31 $243k 871 278.62

More positions owned by Crestmont Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Real Estate E (DFAR)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr Us Treas Bd Etf (GOVT)
Stellar Bancorp Ord (STEL)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Chevron Corporation (CVX)

View all positions for Crestmont Private Wealth

Top funds holding Moody's Corporation

Berkshire Hathaway
Vanguard Group
BlackRock
TCI Fund Management
FMR
Akre Capital Management
Morgan Stanley
Fiera Capital Corporation
Baillie Gifford & Co
Geode Capital Management
Bank of New York Mellon
Investec Asset Management
Windacre Partnership
Rothschild & Co Wealth Management UK
Legal & General Group

View all funds holding Moody's Corporation